Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zehra? Claim Your ProfileZehra Candler is a financial advisor with over 23 years of experience in the financial services industry. Zehra is currently registered with LPL Financial LLC in Florida and Texas. Zehra has previously held positions with USAA Financial Advisors, Inc. and Charles Schwab & Co., Inc.. Zehra holds several industry licenses and designations, including the Series 7, Series 10, Series 24, and Series 63, as well as the Certified Financial Planner designation. Zehra's areas of expertise include financial planning, investment management, and retirement planning. Zehra works with a wide range of clients, including individuals, families, businesses, and retirement plans. Zehra is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/13/2023 - Present
LPL Financial LLC (TAMPA FL)
FL
09/03/2010 - 03/27/2019
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
MD
01/12/2004 - 02/02/2009
CHARLES SCHWAB & CO., INC. (BETHESDA MD)
TX
10/25/1999 - 04/01/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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